Finance associate jobs in Melbourne, FL - 138 jobs
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Brevard County 4.4
Finance associate job in Titusville, FL
Department:Parks and Recreation Department Organizational Unit:North Area Parks Operations
Position Type:Permanent Full Time/Part Time:Full Time
$2,730.61 to $3,003.67 biweekly. Actual salary negotiable based on experience and qualifications. Government Center/Viera. Work schedule is Monday through Friday 8:00 a.m. to 5:00 p.m.Performs skilled professional work preparing, monitoring, planning, maintaining, coordinating, and analyzing the budget, financial, and accounting functions for the Parks & Recreation Department. Office supervision is given to subordinate staff.Additionally, this position may supervise more staff and/or functions that support financial and/or operational programs and services within the department or office.
REQUIREMENTS: Bachelor's degree in accounting, Finance, or a closely related field PLUSfive (5) years of professional accounting experience, including three (3) years in a supervisory capacity. Additional qualifying education and/or experience may be substituted on a year for year basis. Experience utilizing SAP is preferred.SPECIAL REQUIREMENTS: Must possess, or obtain prior to employment, a valid Florida driver's license and maintain said license during the term of employment. Certification as a Certified Internal Auditor, Certified Public Accountant (CPA), or Certified Government Finance Officer is preferred. In the event of a hurricane, major storm, natural or man-made disaster that may threaten the area, the employee will be required to perform emergency duties as directed.
PHYSICAL REQUIREMENTS CHECKLIST
(With or without reasonable accommodations)
PHYSICAL ACTIVITIES / TRAITS
The employee must be able to:
LIFT:10 lbs. or less
CARRY:10 lbs. or less
PUSH:10 lbs. or less
PULL:10 lbs. or less
In an eight hour day, the employee may have to:
STAND:5 - 8 hours
WALK:1 - 3 hours
SIT:5 - 8 hours
DRIVE:1 - 3 hours
The employee must repetitively perform:
Fine manipulation (ex. writing, wiring); Operating foot controls; Pulling; Pushing; Simple grasping (ex. pen, screwdriver)
The employee must be able to:
Balance; Bend; Climb; Kneel; Reach; Smell; Stoop
The employee must have:
Color Perception; Good distant vision; Good hearing; Good near vision; Good speech
Other necessary physical activities/traits
N/A
WORKING CONDITIONS
Working conditionsthat will apply to the employee:
In cold; In dampness or chilly conditions; In heat; In high humidity; In or with dusty conditions; In or with noisy conditions; Other working conditions; With odors; With poor ventilation; Work alone; Work inside; Works Closely with Others
Other working conditions:
N/A
$2.7k-3k biweekly 3d ago
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SBA Banker III
Seacoast National Bank 4.9
Finance associate job in Orlando, FL
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$51k-96k yearly est. 3d ago
Relationship Banker - Space Coast Market - Start Date 2/17/26
Bank of America 4.7
Finance associate job in Titusville, FL
Indian Harbour Beach, Florida;Titusville, Florida; Melbourne, Florida; Indialantic, Florida; Melbourne, Florida; Merritt Island, Florida
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge
Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (************************************************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-37k yearly est. 1d ago
Principal Financial Analyst
Northrop Grumman 4.7
Finance associate job in Melbourne, FL
RELOCATION ASSISTANCE: Relocation assistance may be available CLEARANCE TYPE: SecretTRAVEL: Yes, 10% of the TimeDescriptionAt Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history.
Please note that this opportunity is contingent on program funding. Start dates are determined after funding confirmation.
Northrop Grumman Aeronautics Systems is seeking a Principal Financial Analyst (Level 3) to join our team of qualified, diverse individuals. This position will be located on site daily in Melbourne, FL.
Essential Functions:
Management of program financials, including: monthly financial and cost forecasting, reporting and analysis, profitability analysis, and working capital analysis (accounts receivable forecasting, treasury forecasting, unbilled analysis, and aged receivables analysis)
Possess the ability to prepare and provide weekly/monthly analytical reports to support cost variance/trend analysis
Support the development of the consolidated Long Range Strategic Plan and Annual Operating Plan
Work cross functionally to develop strategies to improve financial performance based on metrics
Support the development of presentations for, and brief to leadership
Support Sarbanes-Oxley (SOX) compliance requirements
Basic Qualifications:
Bachelor's degree with 5 years of Finance, Accounting, and/or Business-related experience, or a Master's degree with 3 years of Finance, Accounting, and/or Business-related experience
Experience with SAP, IBM Cognos software, COBRA
Proficiency in Microsoft Office Suite (Excel, Word and PowerPoint)
Your ability to transfer and maintain the final adjudicated government Secret Clearance (DoD must be in-scope or enrolled in Continuous Evaluation) and any program access(es) required for the position within a reasonable period of time, as determined by the company
Preferred Qualifications:
Degree in Finance, Accounting, Economics, or Business-related discipline
Expertise in financial analysis
Strong problem solving and analytical skills; ability to make recommendations and provide guidance to effectively drive projects to completion.
Demonstrated ability to effectively manage multiple activities concurrently, able to quickly adapt to multiple demands, shifting priorities, and rapid changes.
Excellent oral and written communication skills and a keen attention to detail
CPA License
Knowledge of EVMS/FAR/DFARS
#AS-FA3
We offer phenomenal learning opportunities, exposure to a wide variety of projects and customers, and a very friendly collaborative workplace. We are looking for self-motivated, proactive, and goal-oriented people to help us grow our services and become even better at what we do. Does this sound like you?
Our Employee Resource Groups (ERGs) provide benefits for the member, our leaders and the company. Our ERGs offer opportunities to be a friend, be active, be a volunteer, be a leader, to be recognized and to be yourself! Every ERG is inclusive of all employees!
At Northrop Grumman, we are innovating-- building the next generation of sophisticated aircraft to protect our country. Our diverse portfolio of programs means there are endless paths to cultivate your career. We are well-known for our inclusive, family environment, as well as our excellent work/life balance. We also offer exceptional benefits/healthcare, a 9/80 schedule, and a great 401K matching program.
Primary Level Salary Range: $78,700.00 - $118,100.00The above salary range represents a general guideline; however, Northrop Grumman considers a number of factors when determining base salary offers such as the scope and responsibilities of the position and the candidate's experience, education, skills and current market conditions.Depending on the position, employees may be eligible for overtime, shift differential, and a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business.The application period for the job is estimated to be 20 days from the job posting date. However, this timeline may be shortened or extended depending on business needs and the availability of qualified candidates.Northrop Grumman is an Equal Opportunity Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO and pay transparency statement, please visit *********************************** U.S. Citizenship is required for all positions with a government clearance and certain other restricted positions.
$78.7k-118.1k yearly Auto-Apply 60d+ ago
Public Finance - Mid-Level Associate
Greenberg Traurig 4.9
Finance associate job in Orlando, FL
Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a mid-level Associate in the Public Finance Practice of our Orlando office. We offer competitive compensation and an excellent benefits package. GT is consistently among the top firms on the
Am Law
Global 100; the Associate will have the opportunity to work with clients, large and small, from variety of industries across the country.
Job Requirements
The Public Finance Group is looking for candidates with three to five years of experience. Ideal candidates should have experience in municipal finance, tax and securities law and have worked with governments as well as underwriters and banks on municipal finance transactions or equivalent experience. Candidates should possess excellent academic credentials, strong oral and written communication skills, meaningful professional experience, and the ability and desire to assume significant responsibility in a fast-paced environment.
To apply, submit your resume, cover letter, law school transcript (unofficial transcript is acceptable), and a writing sample.
GT is an EEO employer with an inclusive workplace committed to merit-based consideration and review without regard to an individual's race, sex, or other protected characteristics and to the principles of non-discrimination on any protected basis.
$91k-127k yearly est. Auto-Apply 60d+ ago
Finance Associate
Camali Services
Finance associate job in Orlando, FL
Camali Services provides cutting edge Customer Relations services across multiple industries for products and services from clients of all sizes, but we specialize in the debt settlement industry. Our goal is to connect with our target audience on a one to one basis. Using our customized solutions, we have been able to successfully achieve this in an efficient and effective manner. Every day we deliver life-altering debt consolidation plans to our customers, and our staff get the benefit of seeing their customers' success stories first hand.
Job Description
At
Camali Services
, our employees are as important as our clients. We strive to create a workplace culture of openness, empowerment, trust and passion. Our values unite our organization and are our guiding compass. But it is our exceptional staff that bring our corporate values to life.
We are passionate about delivering exceptional client service and a banking experience that promises to impress. Our free financial evaluations, financial service, budgeting and budget analysis, and debt relief services provide a compassionate and easy way for our clients to meet their financial goals. We are in need of a
FinanceAssociate
to work with prospective clients, educate them on the banking and finance services we offer, and encourage enrollment in our financial management and debt relief programs.
Why you're going to love it here as a FinanceAssociate:
Participate in fun events to help build your career while enjoying a work-life balance
Leaders who support your development through coaching and learning opportunities
Industry-competitive compensation packages
Work in a dynamic, collaborative, progressive and highly performing team
Ability to make a difference and lasting impact
Ability for upward mobility within the company
Frequent catered breakfasts and lunches to the office
Responsibilities of the FinanceAssociate:
Communicate with clients to learn about their banking/financial/debt needs and help them achieve their goals.
Work with clients to resolve accounts where debt collection efforts have been escalated by lenders or banking institutions.
Proactively take ownership of, resolve, and prevent further client debt problems.
Direct sales working one on one with clients and customer.
Meet with clients to understand their priorities, advise them on financial and debt management solutions, and provide a forward-looking financial & banking plan.
Use your knowledge of banking, finance, debt management, debt settlement, cash management, credit, investment and wealth protection to help clients meet their goals.
Gather and submit documentation for approval and payment of accounts
Qualifications
What we're looking for in a FinanceAssociate:
Passionate commitment to helping our customers.
Resourceful self-starter with courage and confidence to approach customers.
Basic knowledge of specialized sales and business banking solutions.
Digitally savvy and able to identify banking alternatives for our customers.
Readiness to collaborate and work in different capacities as part of a team.
Strong interpersonal skills, including the ability to build rapport and connections with customers.
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges
Additional Information
At
Camali Services
, we pride ourselves on not only our growth but the growth of our employees. We acknowledge that our company's success is directly related to the success of our employees. We provide many opportunities for our employees to reach their goals and become successful, such as customer service training, business administration seminars, marketing workshops, and so much more!
For consideration for this position, reply to this advertisement with a copy of your resume. We thank all applicants for their interest in our Evaluation Specialist role; however, only those who are qualified will be contacted for an interview.
$36k-65k yearly est. 3d ago
Public Finance Associate Attorney(35 Years) - Orlando
Direct Counsel
Finance associate job in Orlando, FL
Job DescriptionPublic FinanceAssociate (3-5 Years) Job Type: Full-TimeCompensation: Based on experience
Direct Counsel is representing a national Am Law 100 firm in its search for a mid-level Associate to join its Public Finance Practice in Orlando. This is an excellent opportunity for a motivated attorney to take on meaningful responsibilities and work with a wide range of clients across industries and jurisdictions.
About the Role:
The ideal candidate will have 3 to 5 years of relevant experience in municipal finance and a strong foundation in tax and securities law. This position offers the chance to work on high-value municipal finance transactions involving government entities, underwriters, and financial institutions.
Key Responsibilities:
Advise public and private sector clients on municipal finance transactions.
Draft legal documents related to bond offerings and financing structures.
Interpret and apply federal tax and securities regulations.
Collaborate with team members across offices and disciplines to execute complex deals.
Support clients in all stages of the financing process, including due diligence and closing.
Ideal Candidate Profile:
J.D. from an accredited law school with strong academic performance.
3-5 years of experience in public finance, tax law, or securities law.
Prior experience working with government agencies, underwriters, and financial institutions on municipal finance matters.
Excellent verbal and written communication skills.
Proven ability to manage multiple projects in a deadline-driven environment.
Admission to the Florida Bar or eligibility for admission preferred.
Application Requirements:
Interested candidates should submit:
Resume
Cover Letter
Law School Transcript (Unofficial Accepted)
Writing Sample
$36k-65k yearly est. 8d ago
Public Finance Associate
Carterwill Search
Finance associate job in Orlando, FL
Orlando, FL Direct Hire
Carterwill Search,
a TempExperts company, is seeking an experienced Public FinanceAssociate to join our dynamic public finance team. The ideal candidate will have comprehensive experience with the State of Florida laws governing municipal finance and a thorough understanding of the federal tax aspects of municipal bond law. The firm offers competitive compensation and benefits package.
Responsibilities:
Provide expert legal counsel and strategic advice on municipal finance projects.
Ensure compliance with State of Florida laws related to municipal finance.
Manage the federal tax aspects of municipal bond law
Collaborate with team members and clients to structure and execute financial transactions.
Conduct thorough legal research and analysis to support public finance activities.
Draft and review legal documents related to public finance.
Qualifications/Experience:
Juris Doctor (JD) degree from an accredited law school
Active membership in the Florida Bar.
Proven experience in municipal finance and federal tax aspects of municipal bond law.
Strong understanding of State of Florida laws governing municipal finance.
Exceptional analytical, research, and writing skills.
Excellent communication and interpersonal abilities.
An undergraduate background in finance or accounting is a plus.
Prior experience working in a law firm or public finance environment.
Relevant finance-related work experience is advantageous.
Carterwill Search is an Equal Opportunity Employer.
$36k-65k yearly est. 35d ago
Financial Analyst Finance Planning - Corporate Finance Support
Health First 4.7
Finance associate job in Rockledge, FL
Job Requirements located in Brevard County Florida The Financial Analyst, Financial Planning provides superior quality, competitive value and outstanding service by performing detail analysis of potential new lines of businesses, development of business plans, and performing financial analysis in support of the Health First Integrated Delivery Network (IDN), and its affiliates. The Financial Analyst, Financial Planning supports the capital and operating budgets and the long range financial forecast processes, monitoring and reporting against goals or expectations, and participating in the development of the teammates.
PRIMARY ACCOUNTABILITIES:
* Ensures the integrity, accuracy, and timeliness of department deliverables.
* Serves as a resource to guide and support guides teammates by providing necessary strategic and financial support of IDN wide projects.
* Supports clinical complex lines of business through leveraging clinical and financial concepts.
* Participates proactively in generating specific annual department goals and objectives.
* Develops and shares profitability analysis of IDN wide projects and initiatives.
* Collaborates with stakeholders on IDN financial recommendations based on analysis.
* Partners with assigned business lines regarding the development of capital and operating budgets, the long range financial forecast, and measurement of key performance indicators against goals or targets.
8.Prepares and reviews capital requests, ensuring that they include relevant, meaningful justifications and supporting documentation and proformas where appropriate.
9.Analyzes trends and metrics in partnership with Strategy and Corporate Finance teams to develop solutions, programs and policies to support the organization and individual business units.
10.Delivers finance related training and assistance to other Associates and customers.
11.Assists in maintaining proper documentation of policies and procedures.
12.Builds and maintains effective relationships with all customers and Associates across the IDN.
Work Experience
MINIMUM QUALIFICATIONS:
This is an onsite position located in Brevard County Florida
Education: Bachelor's degree in finance, Accounting, or a relevant field.
Work Experience: Two (2) years of financial analysis experience.
Licensure: None
Certification: None
Skills/Knowledge/Abilities:
Ability to work with limited supervision.
Enthusiasm and high level of job interest.
Possess excellent analytical and problem-solving skills.
Possess computer abilities as well as oral and written communication skills.
Demonstrate the ability to relate well with all customers and peers.
Know and apply fundamental clinical and financial concepts necessary to analyze operational performance of the departments.
Ability to prioritize and organize to maximize quality, value and service.
Remain current on all financial regulations and standards.
Ability to remain resilient and maintain a positive perspective in the midst of stress and continuous change.
PHYSICAL REQUIREMENTS:
Majority of time involves sitting or standing; occasional walking, bending, and stooping.
Long periods of computer time or at workstation.
Light work that may include lifting or moving objects up to 20 pounds with or without assistance.
May be exposed to inside environments with varied temperatures, air quality, lighting and/or low to moderate noise.
Communicating with others to exchange information.
Visual acuity and hand-eye coordination to perform tasks.
Workspace may vary from open to confined.
May require travel to various facilities within and beyond county perimeter; may require use of personal vehicle.
Benefits
ABOUT HEALTH FIRST
At Health First, diversity and inclusion are essential for our continued growth and evolution. Working together, we strive to build and nurture a culture that recognizes, encourages, and respects the diverse voices of our associates. We know through experience that different ideas, perspectives, and backgrounds create a stronger and more collaborative work environment that delivers better results. As an organization, it fuels our innovation and connects us closer to our associates, customers, and the communities we serve.
Schedule : Full-Time
Shift Times : 800am_500pm
Paygrade : 37
$53k-67k yearly est. 33d ago
Billing-Contract Financial Analyst I
Dev 4.2
Finance associate job in Orlando, FL
Company DescriptionJobs for Humanity is partnering with FIS to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: FIS
Position Type :
Full time
Type Of Hire :
Experienced (relevant combo of work and education)
Education Desired :
Bachelor's Degree
Travel Percentage :
0%
Are you curious, motivated, and forward-thinking? At FIS you'll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.
About the role
As a Billing-Contract Analyst I, you will support both the Billing organization and our external clients to ensure all contractually sold and implemented products and services are being properly invoiced. This a Client Services oriented role that focuses on communication with external clients and internal FIS teams. As part of this team, you will respond daily to a high volume of external client inquiries regarding invoices and any other Billing related issues.
What you will be doing
· Provide a high level of customer service excellence to our external FIS clients.
· Serve as main point of contact/liaison between the external client and FIS internal teams.
· Document, track, and maintain client inquiries in ServiceNow (SNOW)) ticketing system or via NICE InContact Phone System.
· Use effective analytical and listening skills to develop an understanding of client questions or issues raised in the inquiry.
· Ask probing questions to gather relevant information that will help to resolve a client's inquiry.
· Utilize provided tools and resources to engage appropriate Billing teams and various internal product/services support teams to help resolve client inquiries and questions.
· Prioritizes and escalate unresolved requests to minimize client escalations.
· Gather, analyze, and interpret data in order to provide comprehensive and accurate responses to clients.
· Find patterns and trends as inquiries are being resolved and escalate to management and other internal teams in an effort to identify possible challenges or system issues.
· Complete in-depth contract and invoice line-item reviews as needed and when appropriate.
· Third party vendor portal support as needed.
What you bring
· Bachelor's degree or the equivalent combination of education, training, or work experience
· Excellent communication and customer interfacing skills.
· Communicates both verbally and in written form in a clear, concise and professional manner at all levels.
· Excellent problem solving and critical thinking skills.
· Process oriented with an eagerness to be a part of process improvement initiatives and bring new ideas to management.
· Flexibility, versatility, and dependability with the ability to multi-task and utilize time management skills.
· Excellent team player and results oriented professional.
· Shows enthusiasm when interacting with clients to deliver the best customer service possible.
· Self-motivated to learn FIS products and services and develop knowledge of the business and new technology to deliver customer excellence.
· Knowledge of problem resolution and escalation practices.
· Excellent working knowledge of Microsoft Office products.
What we offer you
· A multifaceted job with a high degree of responsibility and a strong commitment to Customer Service Excellence.
· Great work environment with dedicated and motivated colleagues.
· The chance to work on varied and challenging issues to help grow your technical skillset and product knowledge in a financial services & technology environment.
· Time to support charities and give back in your community.
· A broad range of professional education and personal development possibilities - FIS is your final career step!
· Time to support charities and give back in your community.
· A fantastic range of benefits designed to help support your lifestyle and wellbeing.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
$48k-76k yearly est. 60d+ ago
Financial Analyst
Collabera 4.5
Finance associate job in West Melbourne, FL
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence.
Job Description
Job Summary:
Responsibilities:
• Assist P&L finance leadership to partner with business leaders to drive operating performance and champion strategic initiatives.
• Successful candidate will have strong accounting and analytical skills and be able to work with diverse teams across multiple time zones.
• Drive profitable growth by providing analysis of results and identifying and tracking key metrics.
• Assist in the development of the operating plan, quarter and year end close, and driving process improvements.
• Responsible for collecting, analyzing and reporting financial data and supporting the budget & estimating process.
Qualifications
Qualifications / Requirements:
• BA/BS degree in accounting, finance, business, economics or related field. Experienced finance professional.
• Strong analytical background with first class communication and influencing skills.
• Self-motivated, high energy individual focused on making a positive contribution.
• Desired Characteristics Ability to handle multiple priorities well under pressure and meet deadlines.
• MS Office skills including Excel and PowerPoint. Oracle and Controller shop.
Additional Information
To discuss about this opportunity, please contact me:
Ujjwal Mane
****************************
************
$49k-75k yearly est. Easy Apply 3d ago
Finance Department Intern
Wycliffe Bible Translators 3.0
Finance associate job in Orlando, FL
Job Title
Finance Department Intern At Wycliffe Bible Translators, your work is more than just a job. As the assistant Financial Analyst Intern, you'll play a vital role in advancing Wycliffe's mission by supporting the day-to-day operations of Wycliffe's Finance Department.
This internship offers hands-on experience in member accounting and financial operations. You'll help support the team with Salesforce GAU management, monthly transaction recording, resolving accounting questions, and assisting with month-end processes.
You'll partner with Corporate Accounting and Member Finance leadership and other team members to:
- Champion accuracy, timeliness and integrity across financial processes, reporting and communication.
- Handle financial data and interactions with professionalism, discretion and care.
- Strengthen a collaborative, people-centered culture that values excellence and continuous improvement.
Job Description
Overview of Financial Team
The Financial Services team focuses on our customers - both internal and external. The team ensures that all expenses are processed accurately and in a timely manner. The team also follows up on any queries that are generated.
Responsibilities
You'll make an impact as you:
Faithfully and regularly pray for the ongoing work of Bible translation and for people from around the world to experience transformation.
Act as an organizational representative presenting the global ministry of Wycliffe and encouraging interested individuals, organizations and churches to participate in the work of Bible translation.
Live out the conviction that “work flows through relationship” by passionately “loving God and loving people” through word and deed. Promote team and organizational culture standards, ensuring high customer service standards.
Work alongside the Manager, Financial Services and Director, Member Finance and other team members to support overall team objectives.
Assist with member accounting activities, including the setup, maintenance and termination of Salesforce member ministry GAUs (General Accounting Units).
Assist with the monthly recording of member transactions.
Liaise with the Member Finance department to ensure all accounting issues are resolved.
Working closely in collaboration with the Financial Services team to ensure that all month-end processes related to Member Finance are completed.
Perform other duties as assigned by the Financial Services Manager.
Minimum Skill Sets
The requirements listed below represent the knowledge, skill and/or ability necessary to perform each duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the following essential functions:
Spiritual Bona Fide Occupational Qualification (BFOQ): Demonstrates desire and ability to support corporate biblical and religious goals and participate in regular work-related spiritual activities without reservation as evidenced by your active participation and willingness to pray with and for others; be a consistent witness for Jesus Christ, maintaining a courteous, Christ-like attitude in all verbal and written, internal and external professional communications.
Relationship Building: Effective at relationship-building with the ability to partner effectively within the department and with other directors and global teams. Works comfortably in both mono- or cross-cultural situations, winning cooperation through awareness and sensitivity to people's needs.
Customer Focus: Enthusiastic about providing high-quality customer service. Committed to high-quality work and prompt attention to the delivery of results.
Information Management and Confidentiality: Handles confidential information responsibly to maintain trust of internal and external customers. Maintains communications and information confidentiality as per applicable laws, ethical guidelines, and instructions.
Attention to Detail: Works in a conscientious, consistent and thorough manner. Demonstrates concern for thoroughness and accuracy, verifying that work has been done according to procedures and standards.
Communication and Interpersonal Skills: Good verbal and written communication skills with the ability to edit own work for spelling and grammar. Solid interpersonal skills in relating to people at all levels and diverse backgrounds. Ability to participate in meetings.
Adaptability: Adapts to changes in the work environment, including working with diverse individuals or groups. Modifies approach or methods to fit the situation. Remains flexible and composed when facing frequent change, delays or unexpected events.
Job Knowledge: Demonstrates willingness to learn and develop skills in using tools, conducting research, and applying administrative and recruiting best practices relevant to the role.
Technical Skills:
Basic proficiency in tools such as Google Workspace (Gmail, Calendar, Sheets, Docs, Drive, Slides, etc.), Microsoft Office Suite (Word and Excel).
Familiarity with email platforms, Slack and video conferencing software such as Zoom.
Ability to conduct internet research and quickly learn new software as needed.
Knowledge of basic accounting principles is advantageous.
Education & Experience
Currently enrolled in or a recent graduate of a bachelor's program in accounting or finance, business administration, nonprofit management, ministry or a related field.
Nonprofit, ministry or recruiting work experience is preferred.
Familiarity with diverse staff types and ministry service is beneficial.
Spiritual and Personal Commitments:
As a religious organization and employer, Wycliffe is permitted to and does make employment decisions on the basis of religion, biblical standards and our religious beliefs. You'll be asked to:
Demonstrate a personal commitment to Jesus Christ, as evidenced by your personal testimony.
Identify with and participate in a church and proactively seek to grow your faith in Christ.
Establish and maintain a team of prayer partners who will support you in your season of ministry at Wycliffe (minimum 3-5 partners).
Actively participate in corporate prayer and devotional times.
Maintain an exemplary standard of biblical ethics, behavior and conduct within Wycliffe and in your public and private life outside of Wycliffe.
Agree to abide by Wycliffe's ethics, behavior and conduct standards at all times.
Demonstrate Christ-like maturity in all interactions as displayed by good judgment based on biblical values and principles.
Actively incorporate your faith in Christ, as well as Wycliffe's beliefs and core values, in all aspects of your daily work.
Guided by your faith in Christ, demonstrate these core competencies in daily work and interactions:
Faithful in following Christ. (See John 8:31-32, Prov. 3:5-6.) Follow Christ faithfully, allowing Scripture to guide decisions, and continually grow in relationship with God and His people.
Intentional in collaboration with humility. (See 1 Cor. 3:5-9, Col. 3:12.) Collaborate intentionally to accomplish work goals, demonstrating a commitment to cross-departmental, inter-organizational and cross-cultural teamwork.
Agile in learning. (See Prov. 1:5, Phil. 1:9-10.) Demonstrate a dedication to personal and professional growth within a culture that values continuous learning, individually and collectively.
Excellent in stewardship. (See 1 Cor. 4:2, 1 Peter. 4:10.) Participate in God's work, stewarding His resources responsibly with urgency and excellence.
Proactive in discernment. (See John 5:17, 19; Matt. 6:33.) Seek to discern where and how God is at work. Align our efforts with His purposes.
Compensation
The pay range for this position is $20.00 hourly. The compensation for this position is based upon and considers Wycliffe's non-profit ministry environment.
About Wycliffe Bible Translators
For over 80 years Wycliffe Bible Translators, Inc. has been committed to ensuring that people “from every nation, tribe, people and language” (Revelation 7:9) have access to God's Word in a language and format they can clearly understand. We believe that accurate, clear and natural translations of the Bible in accessible formats lead to people entering into life-transforming relationships with God.
Wycliffe is a catalyst in the global Bible translation movement, engaging with thousands of partners around the world to collaboratively carry out this work.
Wycliffe's vision is that people from every language will understand the Bible and be transformed. Our mission is to serve with the global body of Christ to advance Bible translation so people can encounter God through His Word.
Wycliffe is a distinctly Christian community where you can flourish by using your God-given talents and abilities to serve and support the ministry of Bible translation. Your employment with Wycliffe is not merely a vocation; it is responding and making a commitment to actively participate in what He's doing around the world. Your faith, prayers, skills and experiences are foundational to contributing and witnessing God's Word impacting people around the world. This is a once-in-eternity opportunity!
We believe the Bible is the inspired Word of God and is completely trustworthy, speaking with supreme authority in all matters of belief and practice. Wycliffe's beliefs and core values can be found here. An exemplary standard of ethics, behavior and conduct that reflects biblical principles are lived-out by all staff. As an active partner in fulfilling the Great Commission, Wycliffe staff embrace and adhere to Wycliffe's beliefs and core values, all of which are essential to Wycliffe fulfilling its Bible translation mission.
Prayer undergirds Bible translation and is foundational to Wycliffe's work culture. Our work atmosphere provides numerous opportunities, individually and corporately, to actively live out your faith in Jesus Christ as you work heartily as to the Lord.
Come use your God-given gifts and contribute to what God is doing around the world through Bible translation!
$20 hourly Auto-Apply 15d ago
Corporate Coding Analyst
Orlando Health 4.8
Finance associate job in Orlando, FL
At Orlando Health, we are ordinary people with extraordinary individuality, working together to bring help, healing and hope to those we serve. By daily embodying our over 100-year legacy, we reinforce our reputation as a trusted and respected healthcare organization that delivers professional and compassionate care to our patients, families and communities. Through our award-winning hospitals and ERs, specialty institutes, urgent care centers, primary care practices and outpatient facilities, our 27,000+ team members serve communities that span Florida's east to west coasts and beyond. Orlando Health is committed to providing you with benefits that go beyond the expected, with career-growing FREE education programs and well-being services to support you and your family through every stage of life. We begin benefits on day one and offer flexibility wherever possible so that you can be present for your passions. "Orlando Health Is Your Best Place to Work" is not just something we say, it's our promise to you. Reviews, analyzes, and resolves accounts that have failed coding and charge related edits, including medical necessity, National Correct Coding Initiative (NCCI), Medicare Outpatient Code Editor (OCE), and other exceptions requiring clinical/coding expertise. Responsibilities Essential Functions: • Extracts statistical data, performs Root Cause Analysis to generates supporting trends reports, and notifies Clinical Liaisons and Manager(s) of any trends identified. • Works assigned Epic work queues specializing in assessment and correction of Correct Coding Initiative (CCI) and Medical Necessity (MN) Edits and post bill denials relating to the same. • Manages and prioritizes tasks to meet deadlines for any projects and audits assigned. • Performs documentation reviews of CCI and MN to necessitate clean claims and denial reconciliation. • Provides ad-hoc multivariate reports to management. • Works closely with the Revenue Integrity Clinical Liaisons to assure reconciliation of edits to meet department and organization goals. • Able to locate and interpret local coverage determination (LCD) from our MAC (First Coast) and national coverage determination (NCD) from CMS. • Assists with the training of new Revenue Integrity team members. • Interacts independently to coordinate edit resolution workflow. • Demonstrates exemplary customer service and critical thinking skills to include problem resolution and process improvement skills. • Communicates cooperatively and constructively with multi-disciplinary teams. • Demonstrates professional verbal and written communication skills. • Provides statistical reports to management as requested. • Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA, and other federal, state, and local standards. • Maintains compliance with all Orlando Health policies and procedures. Other Related Functions: • Maintains established work production standards. • Works as a team member in facilitating efficient and effective problem solving to meet goals. • Assumes responsibility for professional growth and development. • Attends department meetings as required. Qualifications Education/Training: • Associates degree in business, healthcare, or related field required. Four (4) years of directly related work experience may substitute for the Associates degree (in addition to requirements listed in the Experience section). • Medical terminology required. Licensure/Certification: • Current coding certification (e.g., RHIA, RHIT, CPC, CCS) from AAPC or AHIMA required at the time of hire or must obtain within 6 months of hire. Experience: • Two (2) years of Revenue Cycle experience. Extensive PC and Excel experience is required. • EPIC Experience a plus. • Expertise in health records review and abstracting of required data to satisfy CCI and MN edits. • Exceptional understanding of electronic medical records (EMR) and charge management. • Extensive knowledge of ICD-10-CM, CPT, HCPCS, and modifiers.
Education/Training: • Associates degree in business, healthcare, or related field required. Four (4) years of directly related work experience may substitute for the Associates degree (in addition to requirements listed in the Experience section). • Medical terminology required. Licensure/Certification: • Current coding certification (e.g., RHIA, RHIT, CPC, CCS) from AAPC or AHIMA required at the time of hire or must obtain within 6 months of hire. Experience: • Two (2) years of Revenue Cycle experience. Extensive PC and Excel experience is required. • EPIC Experience a plus. • Expertise in health records review and abstracting of required data to satisfy CCI and MN edits. • Exceptional understanding of electronic medical records (EMR) and charge management. • Extensive knowledge of ICD-10-CM, CPT, HCPCS, and modifiers.
Essential Functions: • Extracts statistical data, performs Root Cause Analysis to generates supporting trends reports, and notifies Clinical Liaisons and Manager(s) of any trends identified. • Works assigned Epic work queues specializing in assessment and correction of Correct Coding Initiative (CCI) and Medical Necessity (MN) Edits and post bill denials relating to the same. • Manages and prioritizes tasks to meet deadlines for any projects and audits assigned. • Performs documentation reviews of CCI and MN to necessitate clean claims and denial reconciliation. • Provides ad-hoc multivariate reports to management. • Works closely with the Revenue Integrity Clinical Liaisons to assure reconciliation of edits to meet department and organization goals. • Able to locate and interpret local coverage determination (LCD) from our MAC (First Coast) and national coverage determination (NCD) from CMS. • Assists with the training of new Revenue Integrity team members. • Interacts independently to coordinate edit resolution workflow. • Demonstrates exemplary customer service and critical thinking skills to include problem resolution and process improvement skills. • Communicates cooperatively and constructively with multi-disciplinary teams. • Demonstrates professional verbal and written communication skills. • Provides statistical reports to management as requested. • Maintains reasonably regular, punctual attendance consistent with Orlando Health policies, the ADA, FMLA, and other federal, state, and local standards. • Maintains compliance with all Orlando Health policies and procedures. Other Related Functions: • Maintains established work production standards. • Works as a team member in facilitating efficient and effective problem solving to meet goals. • Assumes responsibility for professional growth and development. • Attends department meetings as required.
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
$33k-70k yearly est. Auto-Apply 60d+ ago
Product Finance Analyst
Clean The World Global 3.6
Finance associate job in Orlando, FL
About Clean the World
At Clean the World, we believe business can and should be a force for good.
Our mission is to reduce waste, protect the planet, and improve lives through sustainability, innovation, and social impact.
Through our global operations, we recycle, redistribute, and repurpose hygiene and hospitality products, helping to save lives, reduce waste, and protect our planet. With over a decade of measurable impact, we continue to innovate solutions that align environmental responsibility with business growth.
Our Values: Clean the World Genome
Our people are united by shared values that define how we work and lead:
Boldly Ask Why: We challenge convention to create progress.
Driven by Purpose: Our mission drives our growth.
Grit Gets It Done: We persevere, adapt, and execute with excellence.
CARES: Compassion, Collaboration, Accountability, Respect, Resilience, Excellence, Sustainability.
We don't just talk about impact - we deliver it, every day.
Why Join Us
When you join Clean the World, you join a global community of innovators, dreamers, and doers united by purpose. You'll have the opportunity to:
Work with a division that directly drives global growth and sustainability.
Be part of an award-winning organization recognized for innovation and social good.
Collaborate with a passionate, mission driven team making a measurable impact every day.
Role:
The Product Finance Analyst is a critical member of Clean the World's Product team, responsible for evaluating the financial, operational, and sustainability viability of new products, services, and data-driven solutions.
This role supports research and development (R&D) by building the financial foundation for experimentation, prototyping, and scaling. The analyst conducts cost-benefit analyses and feasibility studies that inform design iterations, innovation investments, and go/no-go decisions.
The ideal candidate is both analytical and mission-driven, passionate about using data to connect profitability with purpose. They will play a key role in ensuring every CTW product scales sustainably and delivers measurable economic, environmental, and social value worldwide.
Key responsibilities (not limited to)
Feasibility Assessment & Opportunity Evaluation:
Conduct comprehensive feasibility studies for Early stage Product Concepts and new products and services, assessing technical, operational, financial, and sustainability factors.
Analyze market dynamics, customer demand, and partner readiness to determine commercial potential and scalability.
Identify risks and constraints (supply chain, operations, ESG compliance) and recommend mitigation strategies.
Work closely with Operations, Finance, and Technology to ensure proposed initiatives are achievable and impactful.
Business Case Development:
Develop financial models that project costs, revenue, margins, and ROI for pre commercial or pilot stage innovations for both physical products and data-enabled offerings.
Quantify the triple bottom line, economic, environmental, and social impact, as part of every business case.
Build and present clear, data-backed go/no-go recommendations to the SVP of Product and the leadership team.
Partner with Finance to validate assumptions, refine investment projections, and ensure alignment with CTW's financial targets.
Scenario Modeling & Sensitivity Analysis:
Create scenario-based forecasts to test market, pricing, and production variables.
Use advanced modeling tools to visualize “what-if” scenarios and optimize portfolio decisions.
Identify R&D Opportunities Support for long-term planning by identifying high-impact, low-risk opportunities for scale and data monetization
Data-Driven Strategy & Collaboration:
Collaborate with the Product Manager, Strategy & Portfolio, to inform roadmap prioritization and portfolio health.
Partner with the Product Operations & Data Analyst to connect business case metrics with real-time performance dashboards.
Work with the CTW Technology team to incorporate predictive analytics, sustainability data, and financial insights into decision frameworks.
Post-Launch Evaluation
Conduct post-launch ROI reviews, comparing actual performance against business case projections.
Document findings to support future R&D learnings to continuously improve forecasting accuracy and future feasibility assessments.
Support data transparency in R&D by documenting and sharing outcomes with cross-functional partners.
Qualifications
Education
· Bachelor's degree in finance, Business Analytics, Economics, or Sustainability Management (MBA or Master's preferred).
Experience:
3+ years of experience in financial analysis, product economics, or strategic planning, ideally within sustainability, technology, or impact-driven industries.
Demonstrated success in building business cases and financial models for new product or service launches.
Financial & Analytical - Advanced Excel/Sheets modeling, forecasting, ROI, and NPV analysis, data visualization.
Strategic & Technical - Business case development, scenario planning, sensitivity testing, and KPI tracking.
AI & Predictive Analytics - Proficient in AI-assisted forecasting, financial simulation, and sensitivity modeling to improve accuracy and agility in investment decisions.
Cross-Functional Collaboration - Ability to work with Finance, Operations, and Technology teams to align assumptions and outcomes.
Sustainability & Impact - Understanding of ESG frameworks, life cycle assessment (LCA), and circular innovation principles.
Communication - Skilled in presenting complex financial data clearly and persuasively to executive and non-financial audiences.
Innovation Mindset - Comfortable operating in a fast-paced, evolving environment; proactive in identifying opportunities for innovation and scale.
$42k-68k yearly est. 15d ago
Financial Representative
Orlando 4.0
Finance associate job in Orlando, FL
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
$30k-36k yearly est. 60d+ ago
College Financial Representative, Internship Program
Northwesternmutual 4.5
Finance associate job in Orlando, FL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$500 weekly Auto-Apply 15d ago
Relationship Banker - Space Coast Market - Start Date 2/17/26
Bank of America 4.7
Finance associate job in Indialantic, FL
Indian Harbour Beach, Florida;Titusville, Florida; Melbourne, Florida; Indialantic, Florida; Melbourne, Florida; Merritt Island, Florida
**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Required Qualifications:**
+ Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
+ Collaborates effectively to get things done, building and nurturing strong relationships
+ Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
+ Is confident in identifying solutions for new and existing clients based on their needs
+ Communicates effectively and confidently and is comfortable engaging all clients
+ Has the ability to learn and adapt to new information and technology platforms
+ Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
+ Applies strong critical thinking and problem-solving skills to meet clients' needs
+ Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Efficiently manages time and capacity
+ Focuses on results while acting in the best interest of the client
+ Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
**Desired Qualifications:**
+ Experience in financial services and knowledge of financial services industry, products and solutions
+ One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
+ Six months of cash handling experience
+ Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$31k-37k yearly est. 1d ago
Product Finance Analyst
Clean The World Global 3.6
Finance associate job in Orlando, FL
Job Description
About Clean the World
At Clean the World, we believe business can and should be a force for good.
Our mission is to reduce waste, protect the planet, and improve lives through sustainability, innovation, and social impact.
Through our global operations, we recycle, redistribute, and repurpose hygiene and hospitality products, helping to save lives, reduce waste, and protect our planet. With over a decade of measurable impact, we continue to innovate solutions that align environmental responsibility with business growth.
Our Values: Clean the World Genome
Our people are united by shared values that define how we work and lead:
Boldly Ask Why: We challenge convention to create progress.
Driven by Purpose: Our mission drives our growth.
Grit Gets It Done: We persevere, adapt, and execute with excellence.
CARES: Compassion, Collaboration, Accountability, Respect, Resilience, Excellence, Sustainability.
We don't just talk about impact - we deliver it, every day.
Why Join Us
When you join Clean the World, you join a global community of innovators, dreamers, and doers united by purpose. You'll have the opportunity to:
Work with a division that directly drives global growth and sustainability.
Be part of an award-winning organization recognized for innovation and social good.
Collaborate with a passionate, mission driven team making a measurable impact every day.
Role:
The Product Finance Analyst is a critical member of Clean the World's Product team, responsible for evaluating the financial, operational, and sustainability viability of new products, services, and data-driven solutions.
This role supports research and development (R&D) by building the financial foundation for experimentation, prototyping, and scaling. The analyst conducts cost-benefit analyses and feasibility studies that inform design iterations, innovation investments, and go/no-go decisions.
The ideal candidate is both analytical and mission-driven, passionate about using data to connect profitability with purpose. They will play a key role in ensuring every CTW product scales sustainably and delivers measurable economic, environmental, and social value worldwide.
Key responsibilities (not limited to)
Feasibility Assessment & Opportunity Evaluation:
Conduct comprehensive feasibility studies for Early stage Product Concepts and new products and services, assessing technical, operational, financial, and sustainability factors.
Analyze market dynamics, customer demand, and partner readiness to determine commercial potential and scalability.
Identify risks and constraints (supply chain, operations, ESG compliance) and recommend mitigation strategies.
Work closely with Operations, Finance, and Technology to ensure proposed initiatives are achievable and impactful.
Business Case Development:
Develop financial models that project costs, revenue, margins, and ROI for pre commercial or pilot stage innovations for both physical products and data-enabled offerings.
Quantify the triple bottom line, economic, environmental, and social impact, as part of every business case.
Build and present clear, data-backed go/no-go recommendations to the SVP of Product and the leadership team.
Partner with Finance to validate assumptions, refine investment projections, and ensure alignment with CTW's financial targets.
Scenario Modeling & Sensitivity Analysis:
Create scenario-based forecasts to test market, pricing, and production variables.
Use advanced modeling tools to visualize “what-if” scenarios and optimize portfolio decisions.
Identify R&D Opportunities Support for long-term planning by identifying high-impact, low-risk opportunities for scale and data monetization
Data-Driven Strategy & Collaboration:
Collaborate with the Product Manager, Strategy & Portfolio, to inform roadmap prioritization and portfolio health.
Partner with the Product Operations & Data Analyst to connect business case metrics with real-time performance dashboards.
Work with the CTW Technology team to incorporate predictive analytics, sustainability data, and financial insights into decision frameworks.
Post-Launch Evaluation
Conduct post-launch ROI reviews, comparing actual performance against business case projections.
Document findings to support future R&D learnings to continuously improve forecasting accuracy and future feasibility assessments.
Support data transparency in R&D by documenting and sharing outcomes with cross-functional partners.
Qualifications
Education
· Bachelor's degree in finance, Business Analytics, Economics, or Sustainability Management (MBA or Master's preferred).
Experience:
3+ years of experience in financial analysis, product economics, or strategic planning, ideally within sustainability, technology, or impact-driven industries.
Demonstrated success in building business cases and financial models for new product or service launches.
Financial & Analytical - Advanced Excel/Sheets modeling, forecasting, ROI, and NPV analysis, data visualization.
Strategic & Technical - Business case development, scenario planning, sensitivity testing, and KPI tracking.
AI & Predictive Analytics - Proficient in AI-assisted forecasting, financial simulation, and sensitivity modeling to improve accuracy and agility in investment decisions.
Cross-Functional Collaboration - Ability to work with Finance, Operations, and Technology teams to align assumptions and outcomes.
Sustainability & Impact - Understanding of ESG frameworks, life cycle assessment (LCA), and circular innovation principles.
Communication - Skilled in presenting complex financial data clearly and persuasively to executive and non-financial audiences.
Innovation Mindset - Comfortable operating in a fast-paced, evolving environment; proactive in identifying opportunities for innovation and scale.
$42k-68k yearly est. 16d ago
College Financial Representative, Internship Program
Northwestern Mutual 4.5
Finance associate job in Orlando, FL
College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off!
Responsibilities
Our internship program mimics our full-time Financial Representative career, allowing you to:
Learn how to prospect and network to build your business and client base
Develop and execute on a business strategy
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to proprietary planning software platforms
Engage in weekly coaching, training, and development meetings
Receive Risk Product State Licensing: Life, Accident, and Health
Build life skills that create future career opportunities
As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation.
#LI-Onsite
Qualifications
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial ambitions and curiosity for sales
Highly involved on campus (leader, athlete, campus orgs, student government, etc)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy and desire to increase critical thinking abilities
Compensation & Benefits
Performance-based earnings and revenue
Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions)
Productivity Bonuses
Support for insurance licensing (life, health, DI, LTC)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors
1
for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes.
As a company, we value an inclusive and belonging workplace where everyone's unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard.
Why join Northwestern Mutual
Fortune 500 company (2023)
Top 100 Internship Programs, Yello x WayUp (2022)
5.0+ million clients and growing
2
$257 billion retail investment client assets held or managed by Northwestern Mutual
3
Forbes' Best Employers for Diversity (2018-2021)
Unsurpassed financial strength
4
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
1
Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn.
2
As of June 30, 2023
3
Combined client assets of NMIS and NMWMC as of June 30, 2023
4
Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody's Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings)
Salary Range USD $500.00 - USD $1,000.00 /Yr.
How much does a finance associate earn in Melbourne, FL?
The average finance associate in Melbourne, FL earns between $28,000 and $84,000 annually. This compares to the national average finance associate range of $50,000 to $130,000.